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Duke Energy shares owned by Studio Investment Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Studio Investment Management from 13F filings

Historical chart of Studio Investment Management investment in Duke Energy

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All positions including Duke Energy held by Studio Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Studio Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 15k 97.04
2023-09-30 $1.3M 15k 88.26
2023-06-30 $491k 5.5k 89.74

More positions owned by Studio Investment Management

Vanguard Short-Term Inflation-Protected ETF Vtip (VTIP)
Vanguard Value ETF VTV (VTV)
Vanguard Dividend Appreciation ETF Vig (VIG)
Vanguard Small-Cap Value ETF VBR (VBR)
Schwab Fundamental Intl Lg Co ETF FNDF (FNDF)
Berkshire Hathaway Inc Class B BRKB (BRK.B)
Vanguard Short-Term Corporate Bond ETF VCSH (VCSH)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class A Googl (GOOGL)
Apple Aapl (AAPL)
iShares 3-7 Year Treasury Bond ETF Iei (IEI)
General Dynamics Corp GD (GD)
Procter & Gamble PG (PG)
Vanguard Short-Term Treasury ETF VGSH (VGSH)
Vanguard Intermediate-Term Bond ETF Biv (BIV)

View all positions for Studio Investment Management

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy